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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7482 results found

  1. Adding multiple Images on a placeholder via API

    Adding multiple Images on a placeholder.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Localization: Set Signature Certificate language (German, Spanish, Dutch, Portuguese, etc.)

    User would like to have the certificate of signature in specific language with local time

    27 votes

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    Idea  ·  6 comments  ·  Localization  ·  Admin →
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  3. Create a Content Library Item from a Sent Document

    Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  4. Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a back-

    Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a backup recipient.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. removing recipient's name as sender for forms

    Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.

    Exact wording from customer:

    So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  6. [Bulk Action] Export and bulk delete documents from a particular template

    Bulk Export and Bulk delete documents of a particular template that have been completed

    5 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  7. Text field validation: view or edit field validation rules

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Unsend sent document/notification

    I have a quick question, can I re call an email i have sent by panda?

    21 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  9. Ability to add attachments via the mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  10. Would like the name of the uploaded CSV file to be displayed in the email that states the upload failed.

    1 vote

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  11. convert DOCX file to editable in Salesforce integration

    Be able to upload and convert DOCX file to editable in Salesforce integration

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. inline comments to stay highlighted for recipients after sent

    the inline comments to stay highlighted for recipients after sent

    5 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  13. Control reminders for docs created from Pipedrive deals

    Reminders should be stopped as soon as a Deal with a linked PandaDoc document is marked as Lost.

    4 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Permissions for specific documents: Private documents (Password protect documents internally)

    Have an option to create a private document where only the account owner/user can have an access to.
    Restrict/lock documents from other Admins View.

    201 votes

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    20 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  15. General settings for workflow approval: Update approval workflow setup for multiple templates in bulk

    Have the same approval workflow setup for multiple templates

    61 votes

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    7 comments  ·  Approvals  ·  Admin →
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    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  16. Deduction from the Total rather than the SubTotal

    applying deduction direct of the total rather than the subtotal in the pricing table.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Option for health version / Option for Teledentistry

    Option for health version / Option for Teledentistry

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. Option to show the signer info on the document once they completed it

    Option to show the signer info on the document once they completed it.

    • Will show the signer info on the document once document is completed.
    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. Disable access to the document for recipients once it's completed

    Disable access to the document for recipients once it's completed

    21 votes

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    Idea  ·  4 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Page number visible in web version

    Currently, page numbers on the footer is available for printed document version only. The proposal is also make this visible in the PandaDoc template/document.

    254 votes

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    17 comments  ·  Content Editing & Design  ·  Admin →
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